Today, the A-share market showed a trend of opening low and moving high, and the four major stock indexes also turned red and rose, among which flying cars, general aviation, low-altitude economy, small household appliances, white goods, humanoid robots, carbon fiber and other sectors rose highly. Flying cars, the concept of stocks in the low-altitude economy is once again set off a tide of rising limits; we are not unfamiliar with this theme, it is the hot spot that has led the rise this year, and the leading Wanfeng, Shangluo, etc. are also big bull stocks whose stock prices have doubled. For the direction of flying cars, I don't think there is value in chasing up without a breakthrough, the flying car index has a high of 1305 points this year, and it is now less than ten points away from a breakthrough. As far as this kind of hot topic is concerned, if it does not break through, it will inevitably rise and fall, and the second wave of the market will step back faster and deeper.
My personal view is that it is not recommended for everyone to chase hot spots, especially those hot stocks that have risen sharply or even doubled. As far as short-term investment opportunities are concerned, I think the hot topics in the adjustment and the over-falling sectors are more worthy of our serious study. For example, humanoid robots, automation equipment, new industrialization, precious metals, small metals, etc., as well as semiconductors, consumer electronics, and battery themes are more worthy of our serious study. If there is a breakthrough in the A-share market, then these over-falling sectors will inevitably have the expectation of making up for the rise; if the A-share market fails to break through, then the once hot topics will be picked up again and speculated.
The Shanghai Composite Index rushed to 3,100 points, and the turnover exceeded 450 billion.
On Thursday, the A-share market showed a trend of opening low and moving high, and the Shanghai Composite Index once rose by more than 30 points during the session, and the Shanghai Composite Index rushed to 3,100 points again after six months. However, it is a pity that the Shanghai Composite Index did not stay above 3100 points for too long, and after 11 o'clock, the Shanghai Composite Index fell again, and the familiar market of rising and falling appeared again. The good thing is that today's performance of the Shanghai Composite Index tells us that 3100 points is not impossible to break, as long as there is a continuous amplification of trading volume to support the breakthrough market will appear sooner or later. Judging from the disk information, the Shanghai Composite Index broke through 3,100 points in the morning, relying on the strong rise of the four major banks. The four major banks rose by more than one point in the morning, and their stock prices all hit new highs this year.
However, the breakthrough market of the A-share market cannot be maintained by big finance or large weights alone, and the first- and second-tier blue chips that have fallen need to make up for the rise, and the theme stocks need to rise strongly. Today's turnover of the Shanghai market still failed to exceed 500 billion, and the current Shanghai Index still does not have the basic conditions for a breakthrough.
Attention direction.
1. The breakthrough of the Shanghai Index urgently needs a strong rise in brokerage stocks. Old investors know that brokerages are the vanguard of the bull market, and the strong rise of brokerage stocks can also help the A-share market achieve a breakthrough at a critical moment. As far as this year's A-share market is concerned, I don't expect the A-share market to have a big bull market, as long as there is a wave of brokerage stocks, I think it will be in line with expectations. The current securities index is still at a low level in the past five years, 30 of the 50 brokerage stocks are low-priced stocks with a stock price of less than 10 yuan, and the industry leaders CITIC, Dongcai, CICC, etc. are all over-falling stocks whose stock prices have been cut in half. Therefore, I think whether the Shanghai Index can stand firm at 3100 points and whether the A-share market can continue to break through depends on the performance of the securities sector.
2. The over-falling gem and the short-term rebound of the science and technology innovation board are expected to be strong. With the Shanghai Composite Index at 3,100 points, the stagflation of the two indexes is even more serious. In the past two years, the Shenzhen Component Index and the Liangchuang Index have all experienced a halving decline, and the ChiNext Index has fallen by more than 60%. The index has fallen in half, and it is conceivable that there are more stocks whose stock prices have been cut in half, such as Ningwang, Dongcai, and Zhifei on the Growth Enterprise Market, and SMIC, Jinko, and Transsion on the Science and Technology Innovation Board, all of which are super-falling stocks whose stock prices have been cut in half. They are all large market capitalization blue chips in the two innovation sectors, and the over-falling two innovation indexes have the power to rebound and rise, and the two innovation indexes must be driven up by large market capitalization blue chip stocks, especially the blue chips whose stock prices are cut in half, and the future growth is expected to be stronger. I am an investment view, thank you for reading, and thank you for liking and paying attention.